DE529 Education Savings Plan

Fee Score

Performance

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57,195 Clicked to Enroll

DE529 Education Savings Plan

enroll now
57,195 Clicked to Enroll

The DE529 Education Savings Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Connecticut, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. The plan also offers 10 static options, one option that invests in an interest-bearing deposit account, and a stable value option that invests in a separately managed account that may invest in individual securities or Fidelity mutual funds and investment contracts issued by third-party insurance companies or banks.

Fee Score

4 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    1998
  • State agency
    Delaware Office of the State Treasurer
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Brokerage Services, LLC

Investment Options

Investors in DE529 Education Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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